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Foresight Wealth Management’s Vanguard Morningstar Total Stock Market ETF VTI Stock Holding History

Foresight Wealth Management’s Portfolio VTI Stock Details VTI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-2,153
Closed -$386K – 106
2022
Q3 		$386K Buy
2,153
+20
+0.9% +$3.99K 0.09% 72
2022
Q2 		$402K Buy
2,133
+152
+8% +$31.2K 0.08% 71
2022
Q1 		$451K Buy
1,981
+17
+0.9% +$3.82K 0.08% 72
2021
Q4 		$474K Sell
1,964
-278
-12% -$65.6K 0.01% 82
2021
Q3 		$498K Sell
2,242
-67
-3% -$15.3K 0.1% 76
2021
Q2 		$514K Buy
2,309
+335
+17% +$72.7K 0.11% 77
2021
Q1 		$408K Sell
1,974
-4,458
-69% -$902K 0.1% 83
2020
Q4 		$1.25M Buy
6,432
+111
+2% +$20.3K 0.33% 33
2020
Q3 		$1.08M Buy
6,321
+4,477
+243% +$753K 0.36% 32
2020
Q2 		$289K Buy
1,844
+68
+4% +$10K 0.13% 75
2020
Q1 		$229K Buy
+1,776
New +$275K 0.16% 78

Other funds holding VTI

RIM
Rakuten Investment Management Tokyo, Japan $34.6B AUM 29.24% 1-Year Est. Return
Betterment LLC
Betterment LLC New York $59.1B AUM 18.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Foresight Wealth Management's VTI Position: Q4 2022 in Review

Foresight Wealth Management sold out of Vanguard Morningstar Total Stock Market ETF (VTI) in Q4 2022, closing a stake of 2,153 shares — an estimated $386K sold.

Foresight Wealth Management first reported a position in VTI in Q1 2020 and held it in 11 quarters. The position peaked at $1.25M in Q4 2020. 2,304 funds tracked by Wall St. Rank hold VTI as of Q4 2022.

  • Foresight Wealth Management reported no remaining Vanguard Morningstar Total Stock Market ETF position as of Q4 2022 after selling out during the quarter.
  • Foresight Wealth Management sold 2,153 Vanguard Morningstar Total Stock Market ETF shares in Q4 2022, an estimated $386K.
  • Foresight Wealth Management first reported a position in Vanguard Morningstar Total Stock Market ETF in Q1 2020 and held it in 11 quarters.
  • Foresight Wealth Management's Vanguard Morningstar Total Stock Market ETF position peaked at $1.25M in Q4 2020.
  • 2,304 funds tracked by Wall St. Rank held Vanguard Morningstar Total Stock Market ETF as of Q4 2022.

Based on Foresight Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.